Ray Dalio Lpl Financial Holdings Inc. Transaction History

Bridgewater Associates, LP

$23.3 Billion
Q2 2025

A detailed history of Ray Dalio (Bridgewater Associates, LP) transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Bridgewater Associates, LP holds 192,655 shares of LPLA stock, worth $65.2 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

192,655

Previous 222,873 13.56%

Holding current value

$65.2 Million

Previous $72.9 Million 0.92%

% of portfolio

0.31%

Previous 0.35%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$283.31 - $388.96 $8.56 Million - $11.8 Million	-30,218 Reduced 13.56%	192,655 $72.2 Million
Q1 2025 May 14, 2025	BUY	$308.87 - $383.33 $48.8 Million - $60.6 Million	157,989 Added 243.49%	222,873 $72.9 Million
Q4 2024 Feb 13, 2025	BUY	$229.85 - $335.91 $6.67 Million - $9.75 Million	29,036 Added 81.0%	64,884 $21.2 Million
Q3 2024 Nov 13, 2024	BUY	$193.0 - $282.1 $4.82 Million - $7.05 Million	24,998 Added 230.4%	35,848 $8.34 Million
Q2 2024 Aug 14, 2024	BUY	$256.41 - $288.82 $699,486 - $787,900	2,728 Added 33.59%	10,850 $3.03 Million
Q1 2024 May 14, 2024	SELL	$230.75 - $273.77 $8 Million - $9.49 Million	-34,677 Reduced 81.02%	8,122 $2.15 Million
Q4 2023 Feb 14, 2024	BUY	$209.89 - $239.77 $2.12 Million - $2.42 Million	10,105 Added 30.91%	42,799 $9.74 Million
Q3 2023 Nov 13, 2023	BUY	$218.49 - $247.52 $5.84 Million - $6.62 Million	26,734 Added 448.56%	32,694 $7.77 Million
Q2 2023 Aug 11, 2023	BUY	$180.95 - $217.9 $1.08 Million - $1.3 Million	5,960 New	5,960 $1.3 Million
Q4 2022 Feb 13, 2023	BUY	$206.94 - $269.62 $223,909 - $291,728	1,082 Added 5.7%	20,053 $4.33 Million
Q3 2022 Nov 10, 2022	BUY	$172.53 - $233.2 $2.16 Million - $2.93 Million	12,547 Added 195.31%	18,971 $4.15 Million
Q2 2022 Aug 11, 2022	SELL	$167.48 - $218.52 $1.18 Million - $1.53 Million	-7,018 Reduced 52.21%	6,424 $1.19 Million
Q1 2022 May 13, 2022	SELL	$143.67 - $190.77 $265,214 - $352,161	-1,846 Reduced 12.07%	13,442 $2.46 Million
Q4 2021 Feb 14, 2022	SELL	$152.65 - $175.02 $2.64 Million - $3.03 Million	-17,303 Reduced 53.09%	15,288 $2.45 Million
Q3 2021 Nov 12, 2021	BUY	$127.58 - $161.13 $908,752 - $1.15 Million	7,123 Added 27.97%	32,591 $5.11 Million
Q2 2021 Aug 13, 2021	BUY	$134.61 - $156.7 $159,512 - $185,689	1,185 Added 4.88%	25,468 $3.44 Million
Q1 2021 May 14, 2021	BUY	$103.11 - $146.29 $1.05 Million - $1.48 Million	10,146 Added 71.77%	24,283 $3.45 Million
Q4 2020 Feb 12, 2021	BUY	$76.15 - $104.25 $1.08 Million - $1.47 Million	14,137 New	14,137 $1.47 Million
Q1 2020 May 14, 2020	SELL	$39.02 - $98.86 $656,004 - $1.66 Million	-16,812 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$72.1 - $94.26 $1.21 Million - $1.58 Million	16,812 New	16,812 $1.55 Million

Others Institutions Holding LPLA

# of Institutions

868

Shares Held

79.5M

Call Options Held

115K

Put Options Held

192K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $27B
Description
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...

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